Microsoft Management
Reporter Training

This two-day instructor-led course provides students with the knowledge and skills to build basic and advanced financial statements using Management Reporter.


This course is intended for partners, end users, IT professionals or accounting professionals who build and maintain an organization’s financial reporting package.

After completing this course you will be able to:

  • Explore a demonstration company with sample reports
  • Export the sample reports as a template for your own report design
  • Design basic report building blocks in Report Designer, including:
    • Row definitions
    • Column definitions
    • Reporting tree definitions
  • Associate the building blocks of a variety of report definitions, including:
    • Trial Balance reports
    • Income Statements
    • Variance reports
    • Balance Sheets
    • Statements of Cash Flow
    • Consolidation reports
  • Discover the power and flexibility of reporting trees to present financial results at the responsibility level (i.e. by dimensions)
  • Apply worksheet linking to report on data maintained in Microsoft Office Excel
  • Use report output and distribution options including Report Viewer
  • Implement security including customized roles, groups, and users
  • Design reports that support XBRL
  • Use the Report Wizard to create reports


  • General knowledge of the Windows operating system
  • Basic knowledge of accounting principles and procedures
  • Prior knowledge in building financial statements
  • Understanding of your specific XBRL reporting requirements



NASBA CPE Credits:

16 CPE credits can be awarded for both Classroom Training and Live Web (Group Internet) format. This is an estimate based on the NASBA standard of 1 credit per 50 minutes of instruction. Learn more about our CPE certification.

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